Hedge Fund - SW Investment Management

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No. Security Ticker Shares Value Activity % Port History
1.
Ubiquiti Inc
270,000 $89,621,100 -16% 21.02%
2. SKYW 850,000 $85,110,500 +10% 19.96%
3. NET 400,000 $43,072,000 10.1%
4. AMKR 1,400,000 $35,966,000 +9% 8.43%
5. GRMN 170,000 $35,064,200 8.22%